See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,208 | $73,515-20.8% | $62,995-7.6% | $147,584-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.51% | 175.43%-162.9pp | 87.57%-75.1pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,424 | $3,320-27.0% | $2,759-12.2% | $4,876-50.3% |
| Participant deferral / active EE | $4,315 | $4,185+3.1% | $3,329+29.6% | $5,439-20.7% |
| Admin fee / account holder | $2,468 | $5,953-58.5% | $3,600-31.4% | $10,885-77.3% |